Filing Flows › Equitable Holdings (EQH) › Guidance & outlook
Equitable Holdings (EQH) guidance and outlook
Equitable Holdings (EQH) gave its guidance on Nov 2, 2026: Operating income +22% for FY2026. Equitable Holdings' 10-Q filed Nov 5, 2026 makes 11 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Operating income | FY2026 | +22% | new |
From the earnings release filed Nov 2, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- The potential for increased volatility could pressure sales and reduce demand for our products as consumers consider purchasing alternative products to meet their objectives.
- We believe this program will continue to preserve the economic value of our variable annuity contracts and better protect our target variable annuity asset level.
- Due to the impacts on our net income of equity market and interest rate movements and other items that are not part of the underlying profitability drivers of our business, we evaluate and manage our business performance using Non-GAAP Operating Earnings, a Non-GAAP financial measure that is intended to remove these impacts from our results.
- • In addition to our dynamic hedging program, we have a hedging program using static hedge positions (derivative positions intended to be HTM with less frequent re-balancing) to protect our statutory capital against stress scenarios.
- These Non-GAAP financial measures are intended to remove from our results of operations the impact of market changes (where there is a mismatch in the valuation of assets and liabilities) as well as certain other expenses which are not part of our underlying profitability drivers or likely to recur in the foreseeable future, as such items fluctuate from period-to-period in a manner inconsistent with these drivers.
- GAAP guidance for segment reporting, operating earnings (loss) is our U.S.
- The transaction is not expected to have a material impact on the financial results of the Company.
- In future periods, management of AB anticipates that Available Cash Flow will be based on adjusted diluted net income per unit, unless management of AB determines, with the concurrence of the Board of Directors of AB, that one or more adjustments that are made for adjusted net income should not be made with respect to the Available Cash Flow calculation.
- The payment of dividends on our common stock will be substantially restricted in the event that we do not declare and pay (or set aside) dividends on the Series A and the Series C Preferred Stock for the last preceding dividend period.
- AB can draw directly under the AB Credit Facility and AB management expects to draw on the AB Credit Facility from time to time.
- Our financial strategy going forward will remain subject to market conditions and other factors.
Equitable Holdings' latest quarter
Equitable Holdings, Q3 2026: revenue $3.9B (+168% year over year), operating margin 35.8%, net earnings $1.1B, operating cash flow $1.6B. The chart follows the revenue to costs, profit and cash.
Questions
Did Equitable Holdings raise or lower its guidance?
Equitable Holdings (EQH) gave its guidance on Nov 2, 2026: Operating income +22% for FY2026.
What does Equitable Holdings expect?
The potential for increased volatility could pressure sales and reduce demand for our products as consumers consider purchasing alternative products to meet their objectives. We believe this program will continue to preserve the economic value of our variable annuity contracts and better protect our target variable annuity asset level. Due to the impacts on our net income of equity market and interest rate movements and other items that are not part of the underlying profitability drivers of our business, we evaluate and manage our business performance using Non-GAAP Operating Earnings, a Non-
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.